Kennt D. Batres
T: 347.723.8943
F: 718.475.9422
E: service@oldbridgewealth.com
Branches:
New York Connecticut
333 Jackson Avenue, Suite 5 360 W Putnam Avenue
Syosset, NY 11791 Greenwich, CT 06830
Investment advisory services are offered through Old Bridge Wealth, Inc. an SEC registered investment adviser. Securities are offered and sold through Schwab Institutional, a division of Charles Schwab & Co., Inc. Certain individuals are also accountants and may offer clients advice or products from this activity. Insurance products and services are offered and sold through Simplicity Group and individually licensed and appointed agents.
http://www.finra.org/ * http://www.sipc.org/ * http://brokercheck.finra.org
Securities offerings limited to residents of CT, FL, NJ, NY